-86.1%
SMRT price history and return analytics
+63.4%
-149.5%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -0.7% |
| 7D | +3.7% | +2.9% | +0.8% | -1.0% |
| 30D | +38.0% | -2.5% | +40.5% | +44.4% |
| 3M | +15.2% | -3.3% | +18.5% | +22.3% |
| 6M | +46.5% | +1.5% | +45.0% | +43.0% |
| YTD | -17.3% | +11.4% | -28.7% | -31.6% |
| 1Y | +12.1% | +11.9% | +0.2% | -8.0% |
| 3Y | -44.9% | +73.9% | -118.8% | -78.2% |
| 5Y | -84.4% | +57.9% | -142.3% | -92.4% |
| All | -86.1% | +63.4% | -149.5% | -93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling